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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after beating Q4 earnings expectations, yet its conservative Q1 guidance has sparked a "sell the news" reaction, leading to community debate on whether the dip is an overreaction given robust AI chip demand or a sign of stretched valuations and broader tech sector rotation.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending higher after its Q2 earnings surpassed revenue and EPS estimates and substantially raised its future revenue guidance, igniting community discussions around its massive growth, strategic margin compression, and high short interest potentially leading to a squeeze.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending due to a recent short-seller report alleging financial crimes, which the company has strongly refuted. This has sparked community debate about market manipulation versus a buying opportunity, especially with a new analyst upgrade and positive sector signals ahead of its anticipated earnings.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst a significant sell-off, heavily influenced by the broader cryptocurrency market downturn, which impacts its substantial digital asset revenue. The community is sharply divided ahead of upcoming earnings, with some expressing deep concern over its valuation and crypto exposure, while others view the current dip as a compelling buying opportunity given Robinhood's diversification into new financial services.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing intense volatility and widespread liquidations, sparking heated community debate between dip-buying bulls and bears predicting a further collapse, further fueled by speculative rumors and warnings from prominent investors.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after launching multi-cancer early detection testing through a partnership with GRAIL, expanding its proactive care offerings. Bulls are optimistic about this move into preventative healthcare as a significant growth catalyst, while some question the immediate revenue impact amid continued discussion of the stock's high short interest.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending after its Q4 earnings report sparked a volatile rebound, with community discussion centering on its robust revenue and record free cash flow as key strengths despite an initial negative reaction to its profit figures. Many perceive the stock as undervalued, fueling speculation about a potential short squeeze and its long-term strategy in autonomous vehicles.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are sharply lower after unexpectedly issuing a weak 2026 outlook, citing U.S. pricing pressure and intensified competition from rivals like Eli Lilly. While some investors anticipate further declines given the negative forecast, others view the steep sell-off as an oversold opportunity, betting on the long-term success of its oral weight-loss therapy despite conservative management guidance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is soaring after delivering Q4 earnings and a robust FY26 outlook that significantly surpassed estimates, driven by overwhelming demand for its obesity and diabetes drugs, Zepbound and Mounjaro. The community is actively discussing how Lilly's strong performance starkly contrasts with rival Novo Nordisk's recent weaker guidance, solidifying Lilly's perceived leadership in the rapidly expanding GLP-1 market.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending due to better-than-expected Q4 earnings and optimistic Q1 guidance, prompting multiple analyst upgrades and igniting community speculation of a short squeeze. This surge is also driven by discussions around new product launches like commercial microinverters and EV chargers, signaling a potential recovery in the solar sector.

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$PYXS one trick pony co. Develops ADC targeting the extracellular tumor environment/scaffolding structure. New modality. Downside 85%+

LabPsycho

DueDiligenceisking

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Pyxis Oncology Inc

 one trick pony co. Develops ADC targeting the extracellular tumor environment/scaffolding structure. New modality. Downside 85%+

Spartrap

@Spartrap 9 analysts would disagree with you

Elon R Musk

@Spartrap that the downside to this company is 85%.

The public market also disagrees with you.

 that the downside to this company is 85%.

The public market also disagrees with you.

@Spartrap See my science based opinions posted here over the past 2 yr on this one...the proposed MoA is not tenable IMO, but the data looks interesting and the high TRAE are about what I would have expected. Perhaps this past move up is just an ephemeral January bounce or maybe something coming in March? @ElonRMusk

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 See my science based opinions posted here over the past 2 yr on this one...the proposed MoA is not tenable IMO, but the data looks interesting and the high TRAE are about what I would have expected. Perhaps this past move up is just an ephemeral January bounce or maybe something coming in March? 

@LabPsycho thank you, I will! I wish they had more than a single construct in the pipeline. Kind of a deal breaker for me from a risk management standpoint.

 thank you, I will! I wish they had more than a single construct in the pipeline. Kind of a deal breaker for me from a risk management standpoint.

@Spartrap If you dont have the time to wade through all of my posts, in a nutshell, I have long questioned how a toxic molecule proposed to be cleaved from the Ab carrier in the matrix of a tumor magically diffuses into the tumor cells rather than back out into the blood stream which would be the path of least resistance. This explains the efficacy but high TRAE&#39;s to me. 
Beyond that, all these biotechs are risky, most are wealth transfer vehicles IMO. PYXS historically usually has some spikes in Feb-March - please check and post your thoughts. Good luck

 If you dont have the time to wade through all of my posts, in a nutshell, I have long questioned how a toxic molecule proposed to be cleaved from the Ab carrier in the matrix of a tumor magically diffuses into the tumor cells rather than back out into the blood stream which would be the path of least resistance. This explains the efficacy but high TRAE's to me. 
Beyond that, all these biotechs are risky, most are wealth transfer vehicles IMO. PYXS historically usually has some spikes in Feb-March - please check and post your thoughts. Good luck

@LabPsycho well bystander killing is definitely a thing, and targeting the stroma is still quite hot. There are compounds targeting e.g. LRRC15 from ABBV  or ZLAB that are mechanistically similar I think.

https://pmc.ncbi.nlm.nih.gov/articles/PMC9064950/

I&#39;d have to look at it further at some point, it&#39;s quite difficult to tune such adcs, the dar, the payload are all quite critical and it&#39;s not the widest of therapeutic windows AFAIK  compared to biochemically internalized drugs.

From a quick research I see they use a Dolastatin 10 analog, so quite validated in the industry (all the vedotins, Adcetris, Polivy,..)

Not sure about their target yet

Still didn&#39;t look at your posts, but I will further out

Abundant fibrotic stroma is a typical feature of most solid tumors, and stromal activation promotes oncogenesis, therapy resistance, and metastatic dissemination of cancer cells. Therefore, targeting the tumor stroma in combination with ...

PubMed Central (PMC)

Exploiting LRRC15 as a Novel Therapeutic Target in Cancer

 well bystander killing is definitely a thing, and targeting the stroma is still quite hot. There are compounds targeting e.g. LRRC15 from ABBV  or ZLAB that are mechanistically similar I think.





I'd have to look at it further at some point, it's quite difficult to tune such adcs, the dar, the payload are all quite critical and it's not the widest of therapeutic windows AFAIK  compared to biochemically internalized drugs.

From a quick research I see they use a Dolastatin 10 analog, so quite validated in the industry (all the vedotins, Adcetris, Polivy,..)

Not sure about their target yet

Still didn't look at your posts, but I will further out

@Spartrap Nice post. ABBV-085 i think targets a protein on surface of fibroblast rather than a matrix epitope. PYXS is targeting a  variant of fibronectin (EBD+FN) in the matrix that is overexpressed in tumor microenvironments. Overexpressed vs unique is my concern as more likely to get off target binding IMO.

 Nice post. ABBV-085 i think targets a protein on surface of fibroblast rather than a matrix epitope. PYXS is targeting a  variant of fibronectin (EBD+FN) in the matrix that is overexpressed in tumor microenvironments. Overexpressed vs unique is my concern as more likely to get off target binding IMO.